Documents and policy conditions
The problem
An unfiled or unfindable document cannot help when you need it.
Policy conditions must remain searchable.
Searching these documents is included in Standard.
What Tacita does
Upload and reading
Drag-and-drop or email, attachments included; reading in the browser.
Learned filing
Suggested folder with an adjustable confidence threshold.
Search and sharing
Search within contents and signed links that expire.
Antivirus
Every file is checked without exception.
An example
An uploaded document receives a suggested folder with an adjustable confidence threshold and a filing reason. Fictional example.
Common questions
- How do you check a commission statement in Switzerland?
- Why might a Swiss commission statement omit policy numbers?
- Which software should a Swiss insurance broker choose?